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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,660 | $133,998-86.8% | $112,263-84.3% | $134,545-86.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -24.02% | 47.17%-71.2pp | 27.49%-51.5pp | 418.37%-442.4pp |
| Employer contribution / active EE | $1,866 | $4,040-53.8% | $3,636-48.7% | $4,742-60.6% |
| Participant deferral / active EE | $3,582 | $5,292-32.3% | $4,729-24.3% | $6,401-44.1% |
| Admin fee / account holder | $745 | $7,493-90.1% | $6,410-88.4% | $11,431-93.5% |